BANDON - Client service, respect and communication are the top three driver categories of a quality client experience in the investment sector that have earned financial services firm Edward Jones the No. 1 ranking for full service investment firms in the U.S. Investment Firms Customer Experience Index 2017.
This is the third consecutive year the firm received the highest spot on the CX Index among full service investment firms.
Forrester's Customer Experience Index methodology measures how well a brand's customer experience strengthens the loyalty of its customers. The CX Index for the U.S. investment firms is based on a survey of more than 118,000 U.S. adult customers in 2017 to benchmark experience quality at 314 U.S. brands, including 12 direct or discount brokerage and 11 full-service investment firms.
According to the Forrester report, "Edward Jones doesn't try to serve all investors. Instead, it has a consistent philosophy of serving customers who want face-to-face advice through its network of 11,000 offices across the U.S. In its intensive adviser training, Edward Jones stresses the importance of face-to-face interactions with customers. The firm emphasizes being courteous, down to earth and honest - Midwestern values that contrast sharply with Wall Street's image."
The Bandon financial advisers are Bart Stein and Dennis Thomason.